Personal Finance Articles

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4561 Articles

Don Lair | May 17, 2026 at 2:43 PM EDT

I earn thousands yearly from credit card rewards: should I count them as income in my budget?

A listener named Suzanne from Austin wrote into the How to Money podcast with a question I think a lot…

David Beren | May 17, 2026 at 2:40 PM EDT

Kiplinger Says 2026 Spousal IRA Contributions Just Got Better: Here’s How to Use the $7,500 Limit

A spousal IRA is a powerhouse move that lets a working partner fund a retirement account for a spouse with…

Austin Smith | May 17, 2026 at 2:30 PM EDT

The $40,000 Tax Move That Comes After Your 401(k) Hits Its Limit

A 58-year-old engineer in Palo Alto, married filing jointly, earns $750,000 a year, has already stuffed $4 million into 401(k)s…

Christy Bieber | May 17, 2026 at 1:49 PM EDT

Here’s the Average Social Security Benefit at Ages 62, 67, and 70, and Which One Actually Beats the Rising Cost of Living.

The amount of your monthly Social Security benefit is determined based on a few key factors. Your income over your…

Maurie Backman | May 17, 2026 at 12:17 PM EDT

Hoping for a Larger Social Security COLA in 2027 Could Backfire

Millions of older Americans rely on Social Security to cover their costs. And thankfully, Social Security benefits are eligible for…

Ian Cooper | May 17, 2026 at 12:11 PM EDT

The Donor-Advised Fund That Front-Loads $80,000 of Charitable Deductions in One Year and Funds a Couple’s Giving for the Next Decade

A couple in their late 50s with a household income of around $300,000 gives roughly $8,000 a year to their…

Drew Wood | May 17, 2026 at 12:05 PM EDT

Retiring at 62 With $1.6 Million Means Confronting a $96,000 Healthcare Gap Most Calculators Skip

A married couple retiring at 62 with $1.6 million and no employer health coverage is stepping into one of the…

Carl Sullivan | May 17, 2026 at 11:53 AM EDT

Why So Many Investors Are Paralyzed Right Now, and How to Break the Freeze

Even though the stock market continues to hit new highs, investors are filled with anxiety. Uncertainty about world events and…

Drew Wood | May 17, 2026 at 11:18 AM EDT

What $6,200 a Month Really Looks Like in Retirement at 68 in a Suburb With $4,800 a Year in Property Taxes

A retirement income of $6,200 a month sounds comfortable in the abstract, at least until the numbers begin attaching themselves…

Gerelyn Terzo | May 17, 2026 at 11:07 AM EDT

How Bracket-Filling Roth Conversions Cut This Couple’s Tax Bill by $14,000 a Year

Picture a couple at 62 with $1.4 million in traditional IRAs, no pension, and a plan to delay Social Security…

Ian Cooper | May 17, 2026 at 10:49 AM EDT

A 71-Year-Old Couple With $4.2 Million in Estate Assets Faces a $380,000 State Estate Tax Surprise in Massachusetts

A couple in their early seventies in suburban Boston sits down with their accountant expecting a routine year-end check-in. They…

Ian Cooper | May 17, 2026 at 10:28 AM EDT

Todd Graves’ Billion-Dollar Chicken Chain Started With the Worst Grade in Business School

Todd Graves told Masters of Scale host Jeff Berman that his Raising Cane’s business plan earned the worst grade in…

David Beren | May 17, 2026 at 10:11 AM EDT

Bonds Now Make Up Just 8% of the Average Portfolio. What Replaced Them

The traditional 60/40 portfolio, 60% stocks and 40% bonds, has been the default retirement allocation for decades. Charles Schwab’s Modern…

David Beren | May 17, 2026 at 9:38 AM EDT

Kiplinger’s May 2026 Letter Says Yields From 3% to 13% Are Available Right Now Despite Iran War Uncertainty

Kiplinger’s Personal Finance May 2026 letter makes it clear that if you are looking for yield, the door is wide…

Christy Bieber | May 17, 2026 at 8:46 AM EDT

Working Past 65? The New $6,000 Senior Tax Deduction Has a Phase-Out You’re About to Walk Into.

The One Big Beautiful Bill Act contained some good news for seniors when it was signed into law by the…

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Personal Finance Articles

All Personal Finance Articles

I earn thousands yearly from credit card rewards: should I count them as income in my budget?

Kiplinger Says 2026 Spousal IRA Contributions Just Got Better: Here’s How to Use the $7,500 Limit

The $40,000 Tax Move That Comes After Your 401(k) Hits Its Limit

Here’s the Average Social Security Benefit at Ages 62, 67, and 70, and Which One Actually Beats the Rising Cost of Living.

Hoping for a Larger Social Security COLA in 2027 Could Backfire

The Donor-Advised Fund That Front-Loads $80,000 of Charitable Deductions in One Year and Funds a Couple’s Giving for the Next Decade

Retiring at 62 With $1.6 Million Means Confronting a $96,000 Healthcare Gap Most Calculators Skip

Why So Many Investors Are Paralyzed Right Now, and How to Break the Freeze

What $6,200 a Month Really Looks Like in Retirement at 68 in a Suburb With $4,800 a Year in Property Taxes

How Bracket-Filling Roth Conversions Cut This Couple’s Tax Bill by $14,000 a Year

A 71-Year-Old Couple With $4.2 Million in Estate Assets Faces a $380,000 State Estate Tax Surprise in Massachusetts

Todd Graves’ Billion-Dollar Chicken Chain Started With the Worst Grade in Business School

Bonds Now Make Up Just 8% of the Average Portfolio. What Replaced Them

Kiplinger’s May 2026 Letter Says Yields From 3% to 13% Are Available Right Now Despite Iran War Uncertainty

Working Past 65? The New $6,000 Senior Tax Deduction Has a Phase-Out You’re About to Walk Into.

How Far Does $4,200 a Month Go in Retirement With No Mortgage but a $9,600 HOA?

The NUA Move That Cuts a Retiring Executive’s Tax on $480,000 of Employer Stock From 32% to 15%

Spotify vs. Netflix: Which Streaming Stock Deserves Your Retirement Capital?

How Far Does $4,200 a Month Go in Retirement With No Mortgage but a $9,600 HOA?

The NUA Move That Cuts a Retiring Executive's Tax on $480,000 of Employer Stock From 32% to 15%

How Far Does $4,200 a Month Go in Retirement With No Mortgage but a $9,600 HOA?

The NUA Move That Cuts a Retiring Executive’s Tax on $480,000 of Employer Stock From 32% to 15%

Personal Finance Articles

All Personal Finance Articles

I earn thousands yearly from credit card rewards: should I count them as income in my budget?

Kiplinger Says 2026 Spousal IRA Contributions Just Got Better: Here’s How to Use the $7,500 Limit

The $40,000 Tax Move That Comes After Your 401(k) Hits Its Limit

Here’s the Average Social Security Benefit at Ages 62, 67, and 70, and Which One Actually Beats the Rising Cost of Living.

Hoping for a Larger Social Security COLA in 2027 Could Backfire

The Donor-Advised Fund That Front-Loads $80,000 of Charitable Deductions in One Year and Funds a Couple’s Giving for the Next Decade

Retiring at 62 With $1.6 Million Means Confronting a $96,000 Healthcare Gap Most Calculators Skip

Why So Many Investors Are Paralyzed Right Now, and How to Break the Freeze

What $6,200 a Month Really Looks Like in Retirement at 68 in a Suburb With $4,800 a Year in Property Taxes

How Bracket-Filling Roth Conversions Cut This Couple’s Tax Bill by $14,000 a Year

A 71-Year-Old Couple With $4.2 Million in Estate Assets Faces a $380,000 State Estate Tax Surprise in Massachusetts

Todd Graves’ Billion-Dollar Chicken Chain Started With the Worst Grade in Business School

Bonds Now Make Up Just 8% of the Average Portfolio. What Replaced Them

Kiplinger’s May 2026 Letter Says Yields From 3% to 13% Are Available Right Now Despite Iran War Uncertainty

Working Past 65? The New $6,000 Senior Tax Deduction Has a Phase-Out You’re About to Walk Into.

How Far Does $4,200 a Month Go in Retirement With No Mortgage but a $9,600 HOA?

The NUA Move That Cuts a Retiring Executive’s Tax on $480,000 of Employer Stock From 32% to 15%

Spotify vs. Netflix: Which Streaming Stock Deserves Your Retirement Capital?

Featured Reads

How Far Does $4,200 a Month Go in Retirement With No Mortgage but a $9,600 HOA?

The NUA Move That Cuts a Retiring Executive's Tax on $480,000 of Employer Stock From 32% to 15%